Western Pension & Benefits Council 2023 Spring Conference April 12, 2023

7:30-8:00 REGISTRATION & BREAKFAST

Attendee gift sponsored by Perkins and Company |  WiFi sponsored by The Partners Group  |  Breakfast sponsored by Fidelity Institutional Asset Management

8:00-8:15 PRESIDENT'S WELCOME

WP&BC Portland Chapter President Jason Douthit, Ferenczy Benefits Law Center

8:15-9:30 KEYNOTE SPEAKER 

Many Communicate, Few Connect, Colette Carlson

9:30-9:45 BREAK

9:45-10:45 BREAKOUT SESSION I

A.  Weathering the Storm: How regulations, market conditions and a pandemic have impacted participants and where there may be a silver lining, Lynn Avitabile, Multi-Asset Solutions J.P. Morgan Asset Management

B. Health and Welfare: What's Next?, Bethany Bacci, Stoel Rives

C. Target Date Funds, Brad Vaughan, T. Rowe Price, Rachael Brumund, Fidelity, Rich Merson, PIMCO 

10:45-11:00 BREAK 

11:00-12:00 BREAKOUT SESSION II

B.  Creating Corporate Wealth with Plan Assets; Self-Funding Strategies for Long Term Success, Daniel Corliss, DC Advisory

C. US Workforce Predictions – Preparing for the Great Retirement of 2030, Chase Sterling, The Partners Group 

12:00-1:30 LUNCH & KEYNOTE SPEAKER

Lunch sponsored by Foster Garvey PC

Lunch keynote sponsored by New York Life

Evolving through Uncertainty, Jon Fussell, Founder and CEO, Patriot Leadership Development, LLC

1:30-1:45 BREAK 

1:45-2:45 BREAKOUT SESSION III

A.  Voice of the American Worker, Tina White, Franklin Templeton

B. Moving from Broker to Advisor: Health benefit best practices and industry trends, Scott Reed, Northwestern Mutual

C. Inside Look at EBSA Initiatives in 2023 & 2024, Liam Roberts, EBSA 

2:45-3:00 BREAK

3:00-4:00 KEYNOTE SPEAKER

You Are The Brand: The power and necessity of a purpose filled personal brand, Sheri Fitts

4:00-5:00 COCKTAIL HOUR

Cocktail Hour sponsored by Standard Insurance